2025-09-26T13:57:09-07:00 2024-12-31 592142260 CS&L CPAS 1515 RINGLING BLVD SUITE 900 SARASOTA FL 34236 990PF 2024-01-01 261609483 Shank Family Foundation SHAN 6464572944 112 South Warbler Lane Sarasota FL 34236 SUSAN SHANK President 2025-09-26 true true Robert E Stanell P01362173 9419544040 2024 2025-03-06 01:10:19Z X 3528924 X 127892 120545 120545 120545 136545 797948 136545 5069 13509 13509 398491 257090 139123 3975 3975 7854 7854 6951 25 25 18805 7854 4000 1312667 1312667 1331472 7854 1316667 -932981 249236 139123 1054112 259080 259080 1010708 952820 1859711 1608607 1458107 1410133 3673427 2670007 3528924 0 X 3673427 2670007 3673427 2670007 3673427 2670007 3673427 -932981 2740446 70439 2670007 JPMorgan #6003 - ST Covered P 2024-01-01 2024-12-31 258040 252971 5069 5069 JPMorgan #6003 - LT Covered P 2020-01-01 2024-12-31 539908 408432 131476 131476 136545 5069 3464 3464 3464 4080 1500 5580 2116 2116 false false false false false false false true true FL MN true false false false false true N/A Susan Shank 6464572944 112 South Warbler Lane Sarasota FL 34236 false false false false false false false false false false false false false false false false false false false false false false SUSAN SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 President/Treas 1.00 0 JUDITH SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 Vice President 1.00 0 STEPHEN SHANK 112 SOUTH WARBLER LANE SARASOTA FL 34236 Secretary 1.00 0 MARY RETZLAFF 112 SOUTH WARBLER LANE SARASOTA FL 34236 Director 1.00 0 TODD RETZLAFF 112 SOUTH WARBLER LANE SARASOTA FL 34236 Director 1.00 0 NONE NONE 3271650 668470 0 3940120 0 3940120 59102 3881018 194051 194051 3464 3464 190587 190587 190587 1316667 1316667 190587 92606 49435 370586 27046 82971 622644 1316667 0 190587 1126080 1748724 0 92606 1656118 49435 370586 27046 82971 1126080 SUSAN SHANK JUDITH SHANK X The John and Mable Ringling Museum of Ar 5401 BAY SHORE ROAD SARASOTA FL 34243 NONE PC Endowment for Curator of Performance 166667 International Rescue Committee PO Box 6068 Albert Lea MN 56007 NONE PC To support general operations. 50000 Planned Parenthood Federation of Am 123 William Street 10th Floor New York NY 10038 NONE PC To support reproductive healthcare and education efforts. 10000 Twin Cities Rise 1301 Bryant Ave N Minneapolis MN 55411 NONE PC To support general operations. 25000 The Walker Art Center 725 Vineland Place Minneapolis MN 55403 NONE PC To support the endowment. 1000000 The Walker Art Center 725 Vineland Place Minneapolis MN 55403 NONE PC To support the 2024 Avant Garden fundraising event. 10000 SPOON 135 SE Main St Portland OR 97214 NONE PC To support general operations. 25000 The John and Mable Ringling Museum 5401 Bay Shore Road Sarasota FL 34243 NONE PC To fund general operations. 5000 The Walker Art Center 725 Vineland Place Minneapolis MN 55403 NONE PC To support the 2023 Avant Garden fundraising event. 10000 Alvin Ailey Dance Foundation Inc 405 West 55th Street 4th Floor New York NY 10019 NONE PC To support general operations. 1000 Columbia University Irving Medical 516 168th Street 3rd Floor New York NY 10032 NONE PC To support Dr. Matthew Maurer's research on myocardial amyloidosis operations. 5000 The Community Foundation of Sarasot 2635 Fruitville Road Sarasota FL 34237 NONE PC To support The Season of Sharing Fund for Sarasota County. 5000 1312667 14 120545 18 136545 Repayment of Recoverable Grant 13509 257090 13509 270599 false false false false false false false false false false X X 1 Stephen G Shank 112 South Warbler Lane Sarasota FL 34236 28518 X 2 Stephen G Shank 112 South Warbler Lane Sarasota FL 34236 99374 X 1 1400.00 Shares of Class A Confluent, Inc. 28518 2024-09-03 2 180.00 Shares of SPDR S&P 500 ETF Trust 99374 2024-09-03 Accounting Fee 3975 0 0 3975 VANGUARD MORTGAGE-BACKED SEC 355893 328488 VANGUARD TOTAL BOND MARKET 558994 530696 VANGUARD INT-TERM CORPORATE 221319 225960 BLCKRCK HI YLD BND PORT-K 127990 132519 ISHARES 7-10 YEAR TREASURY B 165194 163082 PIMCO INCOME FUND-INS 28717 29388 FIDELITY 500 INDEX-INST PRM 152081 350805 SPDR S&P 500 ETF TRUST 279459 835164 CONSUMER STAPLES SPDR 27556 30265 CONSUMER DISCRETIONARY SELT 64291 72241 FINANCIAL SELECT SECTOR SPDR 75522 104296 HEALTH CARE SELECT SECTOR 68246 73187 INDUSTRIAL SELECT SECT SPDR 38849 47038 VANGUARD INFO TECH ETF 144818 225713 COMM SERV SELECT SECTOR SPDR 54690 70865 ENERGY SELECT SECTOR SPDR 26350 31951 Confluent Inc. - Class A 20958 18186 Dividend Income 821 Stock Contribution 69618 STATE OF MINNESOTA FEE 25 25 Repayment of Recoverable Grant 13509 13509 INVESTMENT MANAGEMENT FEES 7854 7854 0 0 Excise Taxes 6951